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Original filing (PDF)20251007161717NAL0002819123001
BLIND SQUIRREL ENTERTAINMENT I
Form 5500
FILING_RECEIVED
BLIND SQUIRREL ENTERTAINMENT I 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
73
Accounts w/ balance
227
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLIND SQUIRREL ENTERTAINMENT I.
Plan sponsor
Name
BLIND SQUIRREL ENTERTAINMENT I
EIN
81-0913113
Address
320 COMMERCE STE 250 · IRVINE, CA · 926021391
Phone
(714) 460-0873
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDES, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1199408 | ST. PETERSBURG, FL | ADVISOR | $26K | — |
Investments
23 direct securities· $5.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2050 Fund Class R6 Mutual Fund | — | — | — | $633K | 12.5% | |
| JPMorgan SmartRetirement 2040 Fund Class R6 Mutual Fund | — | — | — | $616K | 12.2% | |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $600K | 11.9% | |
| JPMorgan SmartRetirement 2045 Fund Class R6 Mutual Fund | — | — | — | $595K | 11.8% | |
| JPMorgan SmartRetirement 2055 Fund Class R6 Mutual Fund | — | — | — | $574K | 11.3% | |
| JPMorgan SmartRetirement 2030 Fund Class R6 Mutual Fund | — | — | — | $481K | 9.5% | |
| JPMorgan SmartRetirement 2035 Fund Class R6 Mutual Fund | — | — | — | $371K | 7.3% | |
| JPMorgan SmartRetirement 2060 Fund Class R6 Mutual Fund | — | — | — | $283K | 5.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $177K | 3.5% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $154K | 3.0% | |
| Voya Large-Cap Growth Fund Class R6 Mutual Fund | — | — | — | $111K | 2.2% | |
| JPMorgan SmartRetirement 2025 Fund Class R6 Mutual Fund | — | — | — | $95K | 1.9% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares Mutual Fund | — | — | — | $63K | 1.2% | |
| Macquarie Small Cap CORE Fund Class R6 Mutual Fund | — | — | — | $58K | 1.1% | |
| Carillon Scout Mid Cap Fund Class R-6 Mutual Fund | — | — | — | $40K | 0.8% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $38K | 0.7% | |
| JPMorgan SmartRetirement 2065 Fund Class R6 Mutual Fund | — | — | — | $38K | 0.7% | |
| Notes receivable from participants 9.00% | — | — | — | $34K | 0.7% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $26K | 0.5% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund | — | — | — | $20K | 0.4% | |
| JPMorgan SmartRetirement Income Fund Class R6 Mutual Fund | — | — | — | $15K | 0.3% | |
| Federated Hermes U.S. Treasury Cash Reserves Premier Money Market Fund | — | — | — | $12K | 0.2% | |
| Dodge & Cox Income Fund Class X Mutual Fund | — | — | — | $1K | <0.1% |
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